Sowell Financial Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-6,204
| Closed | -$477K | – | 1643 |
|
2021
Q1 | $477K | Buy |
6,204
+1,106
| +22% | +$85K | 0.02% | 652 |
|
2020
Q4 | $359K | Buy |
5,098
+4,806
| +1,646% | +$338K | 0.02% | 629 |
|
2020
Q3 | $18K | Buy |
+292
| New | +$18K | ﹤0.01% | 1606 |
|
2020
Q1 | – | Sell |
-184
| Closed | -$10K | – | 2564 |
|
2019
Q4 | $10K | Buy |
+184
| New | +$10K | ﹤0.01% | 1686 |
|